Institutional Ownership First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY). We have compiled data on the 702 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
11,333
shares
|
$718,058
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
11,201
shares
|
$709,695
0.0% of portfolio
|
Q1 2025
Reduced 29.12%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
11,189
shares
|
$708,935
0.18% of portfolio
|
Q2 2025
Added 58.87%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
11,142
shares
|
$705,957
0.01% of portfolio
|
Q1 2025
Added 92.17%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
10,950
shares
|
$693,792
0.07% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
10,887
shares
|
$689,800
0.03% of portfolio
|
Q2 2025
Reduced 46.91%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
10,798
shares
|
$684,161
0.4% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
10,588
shares
|
$670,855
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
10,525
shares
|
$666,864
0.06% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
10,509
shares
|
$665,850
0.31% of portfolio
|
Q1 2025
Added 175.83%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
10,417
shares
|
$660,021
0.04% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
10,408
shares
|
$659,450
0.13% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
10,368
shares
|
$656,916
0.52% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
10,346
shares
|
$655,522
0.55% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
10,197
shares
|
$646,081
0.0% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
10,064
shares
|
$637,655
0.15% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,963
shares
|
$631,255
0.0% of portfolio
|
Q1 2025
Added 95.47%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,853
shares
|
$624,286
0.01% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
9,824
shares
|
$622,448
0.0% of portfolio
|
Q1 2025
Added 43.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
9,817
shares
|
$622,005
0.01% of portfolio
|
Q1 2025
Added 34.37%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
9,790
shares
|
$620,294
0.04% of portfolio
|
Q1 2025
Added 47.33%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
9,754
shares
|
$618,013
0.01% of portfolio
|
Q1 2025
Added 46.32%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
9,542
shares
|
$604,581
0.37% of portfolio
|
Q2 2025
Added 27.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
9,477
shares
|
$600,462
0.03% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Wills Financial Group LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
9,280
shares
|
$587,980
0.24% of portfolio
|
Q1 2025
New holding
|